Signals

← Signals

☆MOAT

769 in-universe funds with a nonzero position in MOAT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#149
Score / z1.247 / 1.76
Consensus192.47 over 372 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 681.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 664.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 625.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 314.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 237.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 220.9 26.0% 3 -3.5 pp -1.3 pp +26.0 pp +26.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 205.5 4.2% 3 -0.4 pp -0.7 pp +4.2 pp +4.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 141.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 128.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 121.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 114.7 11.8% 3 +2.0 pp +1.7 pp +11.8 pp +11.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 92.3 10.2% 5 -1.5 pp -2.1 pp -3.9 pp -3.4 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 78.8 3.0% 3 +0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 77.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 69.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 66.4 4.5% 3 +0.1 pp +0.1 pp +4.5 pp +4.5 pp
☆Verde Capital Management CIK 0001802891 0.578 80 64.9 13.8% 3 +0.5 pp +0.2 pp +13.8 pp +13.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 61.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 57.6 8.2% 3 +0.1 pp -0.1 pp +8.2 pp +8.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 53.3 3.2% 3 +0.9 pp +0.9 pp +3.2 pp +3.2 pp
☆Apriem Advisors CIK 0001425165 0.679 182 53.2 4.9% 3 +0.2 pp +0.3 pp +4.9 pp +4.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 50.9 7.4% 3 +0.1 pp -0.1 pp +7.4 pp +7.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 50.1 7.9% 3 -0.2 pp -0.8 pp +7.9 pp +7.9 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 49.3 7.4% 3 +0.2 pp +0.1 pp +7.4 pp +7.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 48.9 7.3% 3 +0.3 pp +0.1 pp +7.3 pp +7.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 48.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 47.7 5.2% 3 +0.2 pp -0.0 pp +5.2 pp +5.2 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 45.0 17.4% 3 +2.9 pp +2.7 pp +17.4 pp +17.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 41.4 10.0% 3 +0.3 pp +0.1 pp +10.0 pp +10.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 41.0 8.5% 3 -0.3 pp -7.0 pp +8.5 pp +8.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 40.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 39.6 5.6% 3 -0.2 pp -0.1 pp +5.6 pp +5.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 38.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 38.8 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 36.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 30.7 1.0% 3 +0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 30.7 5.3% 3 -0.2 pp -0.9 pp +5.3 pp +5.3 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 30.2 9.8% 3 -0.5 pp -1.2 pp +9.8 pp +9.8 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 29.7 9.9% 3 -0.3 pp -0.1 pp +9.9 pp +9.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 28.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 26.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 26.2 5.0% 3 -0.0 pp -0.2 pp +5.0 pp +5.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 24.4 4.6% 3 -0.0 pp -0.6 pp +4.6 pp +4.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 22.2 11.1% 3 +0.2 pp -0.6 pp +11.1 pp +11.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 22.0 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 21.9 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 21.5 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 20.3 2.1% 3 +0.1 pp +0.0 pp +2.1 pp +2.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 19.8 6.2% 3 +0.0 pp -0.1 pp +6.2 pp +6.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 19.5 7.8% 3 +0.5 pp +0.5 pp +7.8 pp +7.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 18.4 14.5% 3 +0.7 pp +0.7 pp +14.5 pp +14.5 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 18.3 2.8% 1 +2.8 pp -2.3 pp +2.8 pp +2.8 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 17.9 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 17.7 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 16.6 0.8% 3 +0.0 pp -0.5 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 16.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 16.5 1.7% 3 -0.5 pp -1.4 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 16.2 4.6% 3 +0.2 pp +0.4 pp +4.6 pp +4.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 15.8 1.8% 3 +1.1 pp +1.1 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 14.4 5.9% 3 -0.3 pp -0.5 pp +5.9 pp +5.9 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 13.9 3.6% 3 -0.1 pp -0.5 pp +3.6 pp +3.6 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 13.9 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 13.0 3.1% 3 +0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 12.9 5.1% 5 -0.0 pp -0.5 pp +1.2 pp +1.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 12.4 1.4% 3 +0.1 pp -0.6 pp +1.4 pp +1.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 11.2 5.0% 3 -1.1 pp -21.6 pp +5.0 pp +5.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 11.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 10.9 6.3% 3 +0.2 pp +0.3 pp +6.3 pp +6.3 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 10.7 9.0% 3 +0.6 pp -1.2 pp +9.0 pp +9.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 10.3 5.6% 3 -3.4 pp -4.9 pp +5.6 pp +5.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 10.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 9.7 6.0% 3 +0.0 pp -0.1 pp +6.0 pp +6.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 9.3 2.8% 3 -0.2 pp -0.6 pp +2.8 pp +2.8 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 9.2 2.8% 3 +0.6 pp +0.6 pp +2.8 pp +2.8 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 9.2 4.4% 3 -0.3 pp -0.3 pp +4.4 pp +4.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 9.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 8.8 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 8.8 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 8.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 8.7 1.8% 4 +0.5 pp -0.2 pp -0.4 pp +1.8 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 8.6 5.7% 3 +0.1 pp -0.1 pp +5.7 pp +5.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.6 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 8.6 3.7% 3 +0.0 pp -0.1 pp +3.7 pp +3.7 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 8.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 8.1 0.5% 3 +0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 8.0 5.0% 4 -0.0 pp -0.1 pp -0.4 pp +5.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.9 3.2% 3 +2.6 pp +2.6 pp +3.2 pp +3.2 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 7.7 3.5% 3 -0.1 pp -0.3 pp +3.5 pp +3.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.5 1.0% 3 +0.0 pp -0.8 pp +1.0 pp +1.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 7.5 4.0% 3 -0.1 pp -0.4 pp +4.0 pp +4.0 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 7.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 7.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 6.8 4.7% 3 +2.7 pp +2.7 pp +4.7 pp +4.7 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 6.7 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 6.7 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 6.6 3.7% 3 +0.4 pp +0.2 pp +3.7 pp +3.7 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 6.6 3.8% 3 -0.0 pp -0.0 pp +3.8 pp +3.8 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 6.5 2.1% 3 +0.3 pp +0.1 pp +2.1 pp +2.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.1 0.6% 3 -0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 6.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
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☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.0 0.0% 0 -0.1 pp -1.7 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -2.8 pp -2.9 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp +0.0 pp -0.6 pp -0.7 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -3.4 pp -4.5 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -6.2 pp -6.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -6.4 pp -6.3 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MOAT). Qtrs Held counts distinct quarters this fund has actually held MOAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MOAT position size. Δ columns are the percentage-point change in MOAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status